Cambridge Investment Research Advisors

Cambridge Investment Research Advisors Portfolio holdings

AUM $36.4B
1-Year Est. Return 20.08%
This Quarter Est. Return
1 Year Est. Return
+20.08%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$11.4B
AUM Growth
+$504M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,458
New
Increased
Reduced
Closed

Top Buys

1
+$23.3M
2
+$23.2M
3
+$19M
4
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$15.8M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$15.3M

Top Sells

1
+$28M
2
+$23.9M
3
+$18.3M
4
FIXD icon
First Trust Smith Opportunistic Fixed Income ETF
FIXD
+$9.7M
5
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$8.32M

Sector Composition

1 Technology 6.41%
2 Financials 4.96%
3 Healthcare 3.94%
4 Consumer Discretionary 3.62%
5 Industrials 3.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$4.1M 0.04%
131,510
+34,430
502
$4.09M 0.04%
192,528
+26,018
503
$4.08M 0.04%
158,818
+34,840
504
$4.08M 0.04%
118,644
-4,310
505
$4.08M 0.04%
129,481
+3,765
506
$4M 0.04%
167,222
-29,228
507
$3.99M 0.04%
22,945
-257
508
$3.98M 0.03%
26,761
+643
509
$3.98M 0.03%
210,538
+11,054
510
$3.97M 0.03%
136,200
-6,640
511
$3.96M 0.03%
64,655
+2,147
512
$3.95M 0.03%
806,819
-200
513
$3.95M 0.03%
61,633
+8,114
514
$3.95M 0.03%
117,760
-40,627
515
$3.94M 0.03%
86,213
-19,709
516
$3.91M 0.03%
36,127
-67,077
517
$3.9M 0.03%
183,052
+58,017
518
$3.89M 0.03%
131,119
+20,851
519
$3.88M 0.03%
66,503
-74,413
520
$3.86M 0.03%
16,842
-2,969
521
$3.85M 0.03%
150,604
-53,117
522
$3.85M 0.03%
125,125
+5,590
523
$3.81M 0.03%
46,066
-114
524
$3.8M 0.03%
40,014
-6,928
525
$3.8M 0.03%
104,842
+64,144
19 20
21
22 23